Connecting To The Adapter

If you do not have a connection for the Adapter for Dynamics 365 and CRM, add a new connection for it. After you have added the connection, check the Adapter Settings dialog for more options.

Note:  

For a tutorial on creating connections, see the Creating Connections video.

To Create A Connection To The Adapter In The Workbench

  1. Open the Workbench.
  2. Click View > Connections. The Connection Manager appears.
  3. Click New. The Add a Connection dialog box appears.
  4. Expand the Adapters node to show the adapters.
  5. Select the appropriate adapter for your version of Dynamics 365, one of:
  6. Click OK. You are prompted for connection settings in the Login dialog.

    The connection settings that you use are determined by which version of Dynamics 365 you are using. See the Connection Settings table for details.

    For information about creating connections, see the Using The Connection Manager in the TIBCO Scribe® Insight Help.

  7. Click OK. The connection is established and you return to the Add a Connection dialog box.
  8. Click Cancel. You return to the Connection Manager dialog box.
  9. Click Close. You return to the Workbench window.

Connection Settings

The connection settings for the Dynamics 365 adapter differ, depending on whether you are connecting from:

Note: You cannot use the Adapter for Dynamics 365 and CRM to connect to Microsoft Dynamics CRM 4.x. To connect to Microsoft Dynamics CRM 4.x use the Adapter for Dynamics CRM 4.x

Connection Settings For Workbench Or Application Publishers

When connecting to the Adapter for Dynamics 365 and CRM from Workbench or an application publisher, the following connection settings may display depending on whether you are using the Adapter for Dynamics CRM 4.x or the Adapter for Dynamics 365 and CRM:

Dynamics 365 Or CRM Dynamics CRM 4.x

Deployment

  • On-Premise
  • Online
  • Partner-Hosted (IFD)/On-Premise ADFS

Authentication

  • Active Directory
  • Windows Live ID (Passport)
  • Web Form (IFD)*

Server URL

Web address (URL) of the Dynamics 365 server.

For example: http://mycrmserver

Dynamics 365:
https://disco.crm.dynamics.com

This URL may differ for non-US/North American users.

Server URL

Web address (URL) of the Dynamics CRM 4.x server.

For example: http://mycrmserver

Dynamics CRM 4.xwith Microsoft 365:
https://disco.crm.dynamics.com

This URL may differ for non-US/North American users.


Organization

Dynamics 365 friendly organization name.

The case-sensitive Organization name that appears in the upper right corner of Dynamics 365.

Organization

Dynamics CRM unique organization name (case sensitive ).

Where can I find my organization name?

User

Valid user ID, usually an email address.

For On-Premise, the user must be a member of the CRM active directory PrivUserGroup group.

User

Valid user ID, usually an email address.

For Active Directory, the user must be a member of the CRM active directory PrivUserGroup group.

Password

Password for user ID (case sensitive).

Domain

(On-Premise only)

The server domain is shown as the Domain Login Name on the Microsoft Dynamics 365 User information page.

For example, TITAN\Administrator.

Domain

Server domain (not used with Windows Live ID).

To find your server domain,click Settings, click Users, and then select the user whose domain you want to find.

Connection Settings For Monitors, Query Publishers, Or Data Views

When connecting to the Adapter for Dynamics 365 and CRM when creating a monitor or query publisher, the following connection settings display, depending on whether you are using the Adapter for Dynamics CRM 4.x or the Adapter for Dynamics 365 and CRM:

Dynamics 365 Dynamics CRM 4.x

Deployment

  • "ActiveDirectory" for On-Premise
  • "LiveID" for Online
  • "Federation" for Partner-Hosted (IFD).

Authentication

Enter the number for the authentication method:

  • 1 — Active Directory
  • 2 — Windows Live ID (Passport)
  • 3 — Web Form (IFD*

Server URL

Web address (URL) of the Dynamics 365 server.

For example: http://mycrmserver

Dynamics 365:
https://disco.crm.dynamics.com

This URL may differ for non-US/North American users.

Server URL

Web address (URL) of the Dynamics CRM 4.x server.

For example: http://mycrmserver

Dynamics CRM 4.xwith Microsoft 365:
https://disco.crm.dynamics.com

This URL may differ for non-US/North American users.


Organization

Dynamics 365-friendly organization name.

The case-sensitive Organization name that appears in the upper right corner of Dynamics 365

Organization

Dynamics CRM 4.x unique organization name (case sensitive).

Where can I find my organization name?

User

Valid user ID

Password

Password for user ID (case sensitive).

Domain

Server domain (On-Premise only)

The server domain is shown as the Domain Login Name on the Microsoft Dynamics 365 User information page.

For example, TITAN\Administrator.

Domain

Server domain (not used with Windows Live ID

To find your server domain,click Settings, click Users, and then select the user whose domain you want to find.

Partner-Hosted IFD Connections

When working with a Partner-Hosted IFD connection:

See also

Additional Adapter Settings

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